-网赌正规平台网址

网赌正规平台网址

How can you be the best steward of your funds and create a legacy for the future? By putting your trust in Goelzer’s Institutional Advisory 服务 team.

We take time to fully understand your organization’s 目标和目标, then develop and execute a unique plan to maximize your institution’s resources so you can focus on what you do best.

网赌正规平台网址

Research is the difference.

Unlike firms that merely execute strategies created by a corporate office, at Goelzer we develop proprietary strategies based on our own original research. That means that when you work with Goelzer, you work directly with the architects of your investment plans.

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我们的服务

After learning about your institution’s purpose, 目标, 和目标, our consultants deliver a suite of comprehensive services designed to help your institution fulfill its mission.

Our institutional services are powered by Goelzer’s proprietary investment strategies.

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Investment Policy Development

Defining your objectives based on a collaborative 过程.

Asset Allocation Modeling

Predicting risk, growth, and income based on your investment choices.

Portfolio Construction

Identifying appropriate investment strategies through Goelzer’s Due Diligence Process.

Investment Manager Due Diligence

Selecting managers through a rigorous quantitative and qualitative analysis.

审查 & 监控

Delivering Goelzer’s Fiduciary Standard of Care through ongoing 表演, 合规, 和教育.

资本市场

Conducting forward looking research on global markets and investment opportunities.

Non-Traditional Assets

Diversifying portfolios with non-correlated and return enhancing assets.

服务

Our Institutional Advisory 服务 Team

Goelzer’s institutional consultants and analysts have a proven track record of making disciplined, well-reasoned decisions for our clients.

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Institutional Investors

案例研究

Goelzer helps different kinds of institutions fulfill their 目标.

Client since 2008

Institutional Equity

Client since 1996

Retirement Plan for County Employees

A Growing Foundation Client Who Had Recently Received a Sizable Grant

Retirement Plan for County Employees
Foundation Client

客户需求:

Institutional consultant wanted to create an emerging manager platform that focused on regional/local managers in the Midwest
To identify qualified investment managers to assume fiduciary responsibility for style-specific mandates based on key criteria: philosophy, 过程, 人, 定价, 表演
To select and hire a U.S. large cap growth equity specialist manager to generate alpha

Goelzer Value Added:

Portfolio tailored to client needs for alpha generation
Provided client service to 董事会 and staff that met high expectations

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客户需求:

To rebalance a 100% fixed income portfolio to better meet the long-term obligations of the Plan Sponsor
To prudently diversify assets into equities and other asset classes

Goelzer thoughtfully implemented the policy:

Coordinated a working Plan with the investment committee and the Plan Actuary
Gradually restructure investments to include equities and other non-traditional, low correlation asset classes

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客户需求:

Governance Plan that met prudent investor standards, operational education, and assistance of internal staff
Structured investment program that ensured consistent and disciplined guidelines were carried out
Communication instrument demonstrating their actions to assure existing and potential donors of the perpetual commitment and vision

Goelzer Added Value:

Worked directly with the Foundation’s staff and 董事会 to fully understand the objectives of the Program and the distinctive challenges their organization faced
Customized a recommended governance structure to meet the Foundation’s unique needs, thus positioning them for the greatest potential of ad在这里nce to policies and procedures.
Provided education and advice to the staff, 董事会, and Investment Committee of their fiduciary duties and effective ways to manage the investment operations of the Program.
Developed a unique Investment Policy Statement capturing the strategic decisions of the Plan and establishing clear investment governance and evaluation criteria. This policy statement is also utilized to convey the Program’s strategic discipline to donors.
Presented to potential donors the benefits of donor-advised funds, estate planning considerations and the merits of designated giving to assist the client with their fund-raising initiatives.

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案例研究

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on endowments, foundations, and more

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